What is the growth levers audit checklist?

The growth levers audit checklist is a practical diagnostic tool designed for new and seasoned CMOs alike. It helps you systematically evaluate the core levers of growth (brand, demand, product marketing, lifecycle, operations, and alignment) so you can pinpoint strengths, gaps, and high-priority opportunities.

Instead of jumping straight into campaigns or budget planning, this audit ensures you’re working from a clear, objective view of what needs fixing, what’s under-leveraged, and what deserves investment.

What’s inside the checklist?

The audit covers six critical growth areas, with prompts to rate each as Working Well (✅), Needs Attention (⚠️), or Broken/Missing (❌), plus space for notes and actions:

  1. Brand & awareness – Messaging consistency, share of voice, PR presence, influencer strategy.
  2. Demand generation – Paid search/social ROI, SEO strategy, conversion performance, attribution.
  3. Product marketing – Positioning, value propositions, sales enablement, competitive messaging.
  4. Lifecycle & retention – Onboarding, upsell/winback programs, advocacy, churn insights.
  5. Operations & infrastructure – Attribution setup, CRM/MarTech health, reporting, compliance.
  6. Internal alignment – Sales/marketing definitions, GTM collaboration, cross-functional OKRs.

The checklist also includes a summary section to capture your top 3 quick wins and top 3 critical gaps—helping you build a focused action plan.

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Growth levers audit checklist
Growth levers audit checklist.docx
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Growth levers audit checklist
Growth levers audit checklist Why this audit matters: As a new CMO, it’s easy to jump straight into planning mode. But unless you understand which growth levers are healthy, under-leveraged, or broken, you risk optimizing the wrong things. This audit gives you a structured way to diagnose the cu…
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